|
1801
|
Waverly Advisors
Birmingham,
Alabama
|
$671M
|
+$25.4M
|
+4%
|
2.97%
|
54.1%
|
132
|
6.06%
|
|
|
1802
|
Van Den Berg Management I
Austin,
Texas
|
$671M
|
-$56.4M
|
-8%
|
2.55%
|
146%
|
67
|
10.45%
|
|
|
1803
|
Murphy Capital Management
Bedminster,
New Jersey
|
$670M
|
+$14.4M
|
+2%
|
3.77%
|
41.6%
|
256
|
9.77%
|
|
|
1804
|
|
$670M
|
-$1.01M
|
-0.2%
|
0%
|
26.1%
|
98
|
62.24%
|
|
|
1805
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$669M
|
+$69.9M
|
+12%
|
13%
|
80.3%
|
40
|
0%
|
|
|
1806
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$669M
|
+$372K
|
+0.1%
|
0.27%
|
67.3%
|
170
|
4.12%
|
|
|
1807
|
Denali Advisors
San Diego,
California
|
$669M
|
+$44M
|
+7%
|
3.11%
|
85.8%
|
337
|
33.53%
|
|
|
1808
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$666M
|
+$24.1M
|
+4%
|
5.11%
|
46%
|
156
|
1.92%
|
|
|
1809
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$666M
|
+$89.8M
|
+16%
|
3.11%
|
62.3%
|
129
|
32.56%
|
|
|
1810
|
Spirit of America Management Corp
Syosset,
New York
|
$666M
|
-$18.3M
|
-3%
|
0.24%
|
110%
|
249
|
3.61%
|
|
|
1811
|
WealthPLAN Partners
Omaha,
Nebraska
|
$664M
|
+$23.7M
|
+4%
|
2.75%
|
51.8%
|
285
|
24.91%
|
|
|
1812
|
Opti Capital Management
New York
|
$664M
|
+$290M
|
+78%
|
0%
|
0.02%
|
32
|
0%
|
|
|
1813
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$663M
|
+$6.89M
|
+1%
|
2.2%
|
51.8%
|
466
|
17.6%
|
|
|
1814
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$663M
|
+$42M
|
+7%
|
3.9%
|
106%
|
194
|
12.89%
|
|
|
1815
|
British Steel Pension Fund
London,
United Kingdom
|
$662M
|
+$89.9M
|
+16%
|
2.83%
|
29.7%
|
184
|
10.33%
|
|
|
1816
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$661M
|
+$30.4M
|
+5%
|
2.4%
|
43.6%
|
102
|
7.84%
|
|
|
1817
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$661M
|
+$42.3M
|
+7%
|
4.05%
|
34%
|
100
|
5%
|
|
|
1818
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$661M
|
-$20.4M
|
-3%
|
5.3%
|
93.8%
|
86
|
32.56%
|
|
|
1819
|
Regis Management Company
Menlo Park,
California
|
$660M
|
-$609M
|
-48%
|
1.27%
|
5.33%
|
67
|
17.91%
|
|
|
1820
|
Ithaka Group
Arlington,
Virginia
|
$660M
|
+$32.1M
|
+5%
|
7.21%
|
99.2%
|
37
|
5.41%
|
|
|
1821
|
Wintrust Investments
Chicago,
Illinois
|
$659M
|
+$43.6M
|
+7%
|
3.12%
|
27.5%
|
383
|
14.88%
|
|
|
1822
|
Oakmont Corp
Los Angeles,
California
|
$659M
|
-$51.7M
|
-7%
|
10.9%
|
75.2%
|
18
|
16.67%
|
|
|
1823
|
Pura Vida Investments
New York
|
$658M
|
-$44.8M
|
-6%
|
7.83%
|
26.8%
|
143
|
58.74%
|
|
|
1824
|
Cardan Capital Partners
Denver,
Colorado
|
$658M
|
+$40.2M
|
+7%
|
1.93%
|
64%
|
175
|
8.57%
|
|
|
1825
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$657M
|
+$7.64M
|
+1%
|
3.73%
|
62.6%
|
183
|
4.92%
|
|